244 search results for "by ed mendlowitz"

everyone needs strategic planning

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ed mendlowitz cpa the practice doctor q and a7 main areas, with specific tips for each.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: do you recommend strategic planning for a small accounting practice?

more practice doctor q&a for pro members (go pro here): help clients, increase revenue: make sure everyone on staff knows your firm’s full menu of services | i made partner, now what? | how to sell your practice | when a client balks at necessary work | 14 ways to use timesheet data | how to make staff a team again | it’s not sales. it’s your duty | how to notify clients of a partner’s retirement | closed for tax season? looks that way | is joint representation a conflict? | lowballing and why it (usually) doesn’t work | what goes in a client’s permanent file?

answer: i recommend it for everyone. it is important for larger firms to make sure the partners are on the same page.
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six directions for your life and your business

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attractive young woman drawing a picture portrait sketch of herselfit’s time to choose.

by ed mendlowitz
tax season opportunity guide

is your practice satisfying?

more on tax season: how to think like an entrepreneur | imagine starting with a clean slate | two questions to ask yourself – before clients or staff do | 40 other services your tax clients should know about | eliminate tax season excuses | 16 qualities of a good tax season client | 5 ways thorough beats sloppy in tax season | when ‘quick and easy’ tax season research isn’t | consistency simplifies tax season

do you like it the way it is, or do you want it to develop and grow? some people like the way things are and don’t care about change.
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how to think like an entrepreneur

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young black woman sitting in front of laptop looking thoughtfulask yourself these questions.

by ed mendlowitz
tax season opportunity guide

accountants and tax practitioners are entrepreneurs. this means their practice needs to be run as a business with sound business decisions being made.

more on tax season: imagine starting with a clean slate | know your value | 41 checkpoints for business tax returns | 40 other services your tax clients should know about | top 12 tax return preparation errors

these decisions need to be made in the context of

  • growing the business,
  • adding processes and controls and
  • making greater profit

1. do you consider yourself an entrepreneur? read more →

imagine starting with a clean slate

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clean slate with three pieces of colored chalkare you there yet?

by ed mendlowitz
tax season opportunity guide

we all get caught up with what we do. sometimes so much that we lose sight of what we are doing and the purpose.

more on tax season: know your value | beware the opportunity graveyard | 21 reasons why tax clients switch firms | top 12 tax return preparation errors | 8 ways to delight tax season clients | small tax season leaks can cause great damage | 5 personal touches for tax season | how to get paid faster this tax season

also, work happens. many of us start out with lofty plans that go astray as the practice develops. many things cause it – clients we get, availability or lack of availability of the right staff, how we choose to learn or not learn new things, and even where we locate.
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help clients, increase revenue: make sure everyone on staff knows your firm’s full menu of services

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maybe they’ll be so interested they’ll want to learn that work.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: we have around 30 full-time staff, and most of them graduated less than three years ago.

more practice doctor q&a: i made partner, now what? | 19 ways to stop wasting reviewer time | why your clients need annual minutes – and how you can help | how much overhead is too much? | there’s more to growth than marketing | how to make annual staff evaluations work | are you managing knowledge or wasting it? | how to notify clients of a partner’s retirement | 7 ways to lose a client’s trust

how can we let them know more about the services our cpa firm provides so they can help sell our services?
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know your value

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handshake3 questions to ask.

by ed mendlowitz
tax season opportunity guide

know your value to your clients. better, understand your business and what you really do and what you add to the client’s life.

more on tax season: beware the opportunity graveyard | two questions to ask yourself – before clients or staff do | 41 checkpoints for business tax returns | recognize your tax season resources | 40 other services your tax clients should know about | eliminate tax season excuses

i had a group of gastroenterologists as clients who were going to get into a business of inserting a gastric bubble into people’s stomachs. there were a number of issues to this.
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i made partner, now what?

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ed mendlowitz cpa the practice doctor q and a4 concrete tips for new partners… or new solo practitioners.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: a few months ago i became a partner in my firm but i don’t seem to know what to do as a “partner.”

more practice doctor q&a for pro members: 19 ways to stop wasting reviewer time | when a client balks at necessary work | 14 ways to use timesheet data | when partners stop growing | change your thinking about ‘small’ clients | are you managing knowledge or wasting it? | yes, you should send rejection letters | when to hire an admin assistant | how much should you pay to buy, sell or merge an accounting practice? 

nothing seems to have changed except my title and compensation arrangement, which hasn’t even started yet. do you have any suggestions of what i should do?
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beware the opportunity graveyard

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"opportunity just ahead" road sign in deserthelp your clients, help yourself.

by ed mendlowitz
tax season opportunity guide

many opportunities only come along once. the way to be successful is to not let them pass by without acting on them or taking advantage of them.

more on tax season for pro members: two questions to ask yourself – before clients or staff do | 41 checkpoints for business tax returns | 21 reasons why tax clients switch firms | small tax season leaks can cause great damage | 5 personal touches for tax season | how to get paid faster this tax season

spotting opportunities is quite easy if you are looking for them – and extremely difficult if you don’t have a clue of client needs or wants.
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19 ways to stop wasting reviewer time

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bonus: they improve the firm for everyone else, too.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: how much time should a reviewer spend on a return in relation to the preparer time? our reviewers spend .75 hour for each hour of preparer time.

more practice doctor q&a for pro members: how to sell your practice | no go on pro bono | how much overhead is too much? | why adopting new technologies is a must | closed for tax season? looks that way

answer: you are high and most firms i speak with are also high with an average time of about 24 minutes, or .4, hour.
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41 checkpoints for business tax returns

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a handy reviewer’s checklist for business tax returns. by ed mendlowitz tax season opportunity guide client ________________________ year _____ prepared by ___________________ date _____ more on tax season: 21 reasons…

recognize your tax season resources

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happy family of four outdoors in winter clothing on snownine vital contributors you might be taking for granted.

by ed mendlowitz
tax season opportunity guide

we have many resources and need to recognize that. and we need to treat each with its own importance. even if you did everything yourself, you’d still need to rely on your tax software company, fedex and the postal service, stationery supplier, computer consultant, the internet and email, cell phone provider and copier/scanner machine. and that’s just a few of the resources we rely on. managing your resources well creates an aura of security and consistency to your practice.

more on tax season: 40 other services your tax clients should know about | 21 reasons why tax clients switch firms | top 12 tax return preparation errors | eliminate tax season excuses | be happy with your tax practice | 8 ways to delight tax season clients | here’s your new tax season marketing plan | consistency simplifies tax season

but there more. and they are often overlooked. or taken for granted. here are some more resources that need to be managed:
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